Js Investment Strategy

Sunday, May 19, 2013

Receipt of Public Mutual Fund Submission (130517)

Grace Lan,

In the attachment is the proof of submission to PMB. Internal processing takes 3 working days to effect. Thanks for your business.

Regards,

Thursday, April 25, 2013

Analysis and review of your portfolio

Tina,

Since I am still waiting for your PMO. I can only partially complete the analysis and review of your portfolio in PMB. The information I learnt from you is that:

Type of investment: Cash in DDI

Amount: RM100 per month

Fund invested: Public Far-East Property & Resorts Fund (PUBFEPR)

Since: 12.2007

Till: Now

----------------------------

The first attachment shows the fund performance, the one you already invested. In my calculation, you have invested approximately 5 years and 5 months. I have put an arrow and marked circle in there (see attachment), so the return is +12% for every year of your holding period.

You have pumped in RM100 x 65 months = RM6500

The money you made in a year is RM6500 x 12% = RM780 per year

Therefore, you have earned RM780 x 5.5 years = RM4290

You should see in your PMO at least RM6500 + RM4290 = RM10,790

Alright, in my second attachment shows historical fund price movement from 4.2008 till today. As you can see, it is going up, and up at all time high now. If you wish to secure your investment before huge price fluctuation, I advise you should liquidate it before 5.5.2013 as this is the date we cast the vote and the election result will be announced shortly afterwards. The next event we focus on is in Sep 13.

Regards,

Guideline on how to create an online account in Public Mutual

Tina,

As we have met up few days ago. In case you are still lost, below is my guide to you. To keep it simple and make it convenient to you, I highly recommend you to submit the Public Mutual Online Application which you have already filled in your particulars that day, and proceed to the PMB branch at http://www.publicmutual.com.my/ContactUs/WestofMalaysia.aspx I spotted Bangsar branch is the nearest to you. Extended office hour is available herehttp://www.publicmutual.com.my/LinkClick.aspx?fileticket=6gkVvbOWIUQ%3d&tabid=106 The staff there will need to verify your thumbprint with your NRIC before you can create a Public Mutual Online (PMO) account. If you don't have form, please get it here athttp://www.publicmutual.com.my/LinkClick.aspx?fileticket=ymO7c12asuY%3d&tabid=101

Benefit of having a PMO account is shown as below:-

You can login at https://www.publicmutualonline.com.my/

* Know your net worth of investment immediately if you were to liquidate it

* Allow you to keep track of your investment and distribution up to 1 year

* Allow you to do online transaction

Regards,

+60162591429

Thursday, December 13, 2012

Value added services on top of Public Mutual Unit Trust

Hi, Katherine Lim. Attached is a sample Letter of Assurance, a personal downside protection scheme offered by myself and has got nothing to do with Public Mutual. It is not only to ensure that my first time investor has a good investment memory with me, but also given me a long term business down the road. I believed this is part of my business ethic and I am willing to take part of the responsibility as a result of my recommendation.

Please let me know your decision when you are ready to submit it.

Regards,

Js
016-2591429

Tuesday, December 11, 2012

Public Mutual Investment: You are entitled for your rebate!

William Tee,

My apology for the late delivery of the cash back due to technical issue I had in my website. I believe you have received the following letters:-

* Confirmation withdrawal letter from KWSP

* Transaction note from PMB

Please fill in the form below before you can receive the rebate.

https://docs.google.com/a/airkayu.co.cc/spreadsheet/viewform?formkey=dDVZNVcxMGNaaDdNNllOYVI5dHR5T1E6MA#gid=0

Thanks for your business.

Regards,

Thursday, November 1, 2012

Site: Building Materials

Wednesday, October 31, 2012

Public Mutual Fund Performance

Hi, Vincent. It's great to see you at Tropicana Mall yesterday. I try to make this progress as smooth and simple as possible. I have to submit your application by end of the week. Hm.. With the attachment is our favorite pick recommendation of the funds available at the source: http://www.publicmutual.com.my/LinkClick.aspx?fileticket=02_7THR13_8%3d&tabid=248 (Fund Review) and http://www.publicmutual.com.my/OurProducts/FundsFSPublicSeriesEquityFund.aspx (Fund's Financial Statement) to our prospect. They are more than 70 funds in Public Mutual alone. You could also check the daily price at http://www.publicmutual.com.my/application/fund/fundprice.aspx

Our recommendation
1. Public Savings Fund (Page 3)
2. Public Aggressive Growth Fund (Page 7)
3. Public Islamic Select Treasures Fund (Page 43)
4. Public Ittikal Fund (Page 11)

Please take your time to study it, no hurry. I could meet you once again, maybe around your office area before I do my last minute submission in case you have any hesitation. Actually I did the same thing for my EPF too, I have all my personal records keeping until today. I don't mind to share it with you later.

Regards,

Js

016-2591429